Focus Areas
Enterprise Product & Platform Strategy
Defining product capabilities, workflows, operating rules, roadmap priorities, and platform direction for complex enterprise environments.
AI Strategy, Governance & Decision Systems
Structuring how AI opportunities are evaluated, governed, introduced, monitored, and integrated into accountable enterprise workflows.
Enterprise Transformation & Operating Models
Turning ambiguous initiatives into executable direction through stakeholder alignment, operating-model design, cross-functional delivery, and transition to scaled execution.
Brian at a Glance
Brings structure to complex problems
Steps into underdefined work, makes sense of what is happening, and helps teams decide what needs to change.
Examples: SMBC · Edgepark · World Bank Group
Turns strategy into action
Translates customer and business needs into workflows, requirements, priorities, roadmaps, and clear next steps.
Examples: SMBC · Prudential · Zoetis · Sotheby’s International Realty
Works across Business, Product & Technology
Connects customer needs, business goals, technology, and operations so cross-functional teams can make better decisions and move together.
Examples: Edgepark · The Coca-Cola Company · American Express · Aetna · BCBS MN
Helps move work through delivery
Leads teams, works through dependencies and tradeoffs, shapes delivery decisions, supports implementation, and helps improve live products and experiences after launch.
Examples: Edgepark · The Coca-Cola Company · ATD · American Express · EZCorp · ReadyRefresh
Applies AI to real business work
Focuses on AI strategy, adoption, workflows, governance, and human review, using AI where it can improve how people work and make decisions.
Examples: Building a Governed Intelligence Operating System · Federated AI Adoption · Human-in-the-Loop Governance for AI Decision Systems
Featured Cases
FLAGSHIP CASE STUDY
STRATEGIC OPERATING MODEL
Building a Governed Intelligence Operating System
The Leadership Lab / Decision System
A governed AI-assisted intelligence system designed, implemented, and operated to turn fragmented signals, evidence, and professional knowledge into structured decisions, accountable execution, reviewed artifacts, and controlled learning.
- Governed Intelligence
- Human-in-the-Loop Decision Support
- Knowledge and Evidence Governance
- Operating-System Refinement
Decision Systems
AI Strategy
Enterprise Operating Models
CASE STUDY
Modernizing Global Cash & Treasury Management
Associate Director, Product Strategy & Enterprise Transformation
Defined and validated a future-state global cash and treasury platform, translating fragmented treasury workflows, fraud and validation requirements, ISO 20022 needs, onboarding complexity, and 130 benchmarked capabilities into formal requirements, iterative prototypes, and first-release roadmap direction.
Product Strategy
Platform Modernization
Workflow Transformation
CASE STUDY
Enterprise Transformation in Regulated Healthcare Commerce
Associate Director, Product Strategy & Enterprise Transformation
Led the design and experience workstream within a 36-week healthcare-commerce transformation, directing a distributed team across four parallel delivery streams while translating growth objectives, CSR workflows, operational complexity, and regulated-platform constraints into scalable product and experience direction
Product Strategy
Healthcare Commerce
Workflow Transformation
CASE STUDY
AI VALUE CREATION
AI-Augmented Insurance Brokerage Operating Model
AI & Business Solutions Strategy Lead
Structured an AI-augmented brokerage workflow model to reduce agent administrative burden by separating automatable support tasks from licensed judgment, then turning reviewed customer interactions into governed intelligence for frontline, operational, partner, and leadership decisions.
AI Transformation
Business Solutions Strategy
Workflow Coordination
CASE STUDY
DATA & RESPONSIBLE AI GOVERNANCE
Operationalizing Data & Responsible AI Governance Across a Global Enterprise
Enterprise AI Strategy & Investment Lead
Defined a Data and Responsible AI Governance operating model connecting risk-tiered intake, accountable business ownership, cross-functional controls, lifecycle oversight, reassessment, and executive visibility without routing every AI decision through one centralized approval bottleneck.
Data & Responsible AI Governance
Lifecycle Governance
Decision Rights
Available for Enterprise Product, AI Strategy and Transformation Roles
Let’s discuss how to turn complex enterprise opportunities into product, AI, and transformation strategies that can be governed, implemented, and scaled.